Facilitating Virtual Client Meetings for Money Conversations: A Multidisciplinary Perspective on Skills and Strategies for Financial Planners

Gray et al outlined theoretical foundations and best practices for virtual services in financial planning. Technology influences three interrelated factors that facilitate effectively working with clients. At the foundation of a model is technology-use preconditions, which identifies the prerequisit...

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Bibliographic Details
Published in:Journal of Financial Planning 2021-04, Vol.34 (4), p.82-101
Main Authors: Archuleta, Kristy L, Asebedo, Sarah D, Durband, Dorothy B, Fife, Stephen, d, Megan R, Gray, Blake T, Lurtz, Meghaan R, McCoy, Megan, Pickens, Jaclyn Cravens, Sheridan, Gerald "Jerry"
Format: Article
Language:English
Subjects:
Best practice
Financial management
Financial planning
Virtual reality
Online Access:Get full text
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Summary:Gray et al outlined theoretical foundations and best practices for virtual services in financial planning. Technology influences three interrelated factors that facilitate effectively working with clients. At the foundation of a model is technology-use preconditions, which identifies the prerequisites for participation in virtual sessions. Professionals and clients may have wide variation in these preconditions, and professionals should assess whether clients meet the preconditions prior to offering virtual services.
ISSN:1040-3981